Welcome back, Felipe
380
Documents collected over time
Recent Activity
Latest client submissions
AC
Acme Corporation
W-9 Form
completed
S&
Smith & Associates
Bank Statements Q4
in-progress
JE
Johnson Enterprises
1099 Forms
overdue
DI
Davis Industries
Expense Reports
completed
+19.2%
Monthly Collection Volume
documents this month
of 400 target
+4%
Client Engagement Score
clients actively responding
164 of 200 clients
Target: 90%
-3%
Deadline Adherence
engagements on track
41 of 45 engagements
Target: 95%
Team Overview
SCSarah Chen | Senior Reviewer | 12 | 156 | 75% | available | |
MRMichael Rodriguez | Tax Analyst | 8 | 98 | 92% | busy | |
ETEmily Thompson | Document Specialist | 15 | 203 | 68% | available | |
DPDavid Park | Senior Reviewer | 10 | 142 | 88% | busy | |
JMJessica Martinez | Tax Analyst | 6 | 74 | 55% | available |
0 of 0 team members selected.